Filings through .
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| Provider | Service type | Compensation |
|---|---|---|
CRAY KAISER LTD3 years Service code 10 1801 S MEYERS RD STE 300 · OAKBROOK TERRACE, IL 60181 | Accounting | $10,850 |
AMERICAN FUNDS5 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,000 |
13 funds of $250K or more; 20 lines in all, holding $12.7M of the plan's $12.7M. From the 2025 filing. Recordkeeper: Capital Group.
Target-date series: American Funds Target Date, mutual fund, 64% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| American Funds Target Date Capital Group · Mutual fund Target-date, 12 vintagesRecordkeeper's own fund | $8.2M | 64.3% |
| American Funds U.S. Government Money Market Fund Capital Group · Money market Recordkeeper's own fund | $1.7M | 13.0% |
| Growth Fund OF America Capital Group · Mutual fund Recordkeeper's own fund | $625K | 4.9% |
| American Funds Inv Company of America Capital Group · Mutual fund Recordkeeper's own fund | $367K | 2.9% |
| Capital World Growth & Income Fund Capital Group · Mutual fund Recordkeeper's own fund | $356K | 2.8% |
| American Funds Fundamental Investors Capital Group · Mutual fund Recordkeeper's own fund | $295K | 2.3% |
| American Funds Washington Mutual Inv Capital Group · Mutual fund Recordkeeper's own fund | $187K | 1.5% |
| New Economy Fund Capital Group · Mutual fund Recordkeeper's own fund | $183K | 1.4% |
| Eupac Fund Capital Group · Mutual fund Recordkeeper's own fund | $180K | 1.4% |
| Smallcap World Fund Inc Capital Group · Mutual fund Recordkeeper's own fund | $154K | 1.2% |
No lineup changes between the 2024 and 2025 filings.
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings, not money moved.
Covers 61,314 large plans that list their funds in their annual filing. Updated Nov 2, 2026. Shares describe these plans, not the whole market.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.